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Create a Sales Order

For QuickBooks Online (QBO) Users: QBO currently does not support sales orders, even though Method does. Thus, if you create a sales order in Method, this will not sync to QuickBooks. However, if you create an invoice from this sales order, the invoice will sync as usual.

There are several ways to create a sales order in Method. These steps focus on creating a brand-new sales order in Method's Sales Order App. (To learn how to convert an estimate into a sales order, click here.)

Create a sales order

Click New on your Sales Orders App, or click New Sales Order from your Sales Order List. This opens your New Sales Order screen.

Choose a customer to associate with this sales order. This opens more fields to be filled out.

The top will show the total, the customer, as well as an app ribbon to associate activities with this sales order:

The following fields are available to be filled in:

Addresses: Depending on the information you have stored for your customer, billing and shipping information may be filled in.

Sales Order #: Created if the field is left blank, and is assigned sequentially (if the last sales order was #15, this will be #16).

Date* and Due: Today's date appears in the Date and Due fields (these can be changed manually).

To be emailed in QuickBooks: Flags the sales order in QuickBooks as "to be emailed"; group and email multiple sales orders in QuickBooks.

To be printed in QuickBooks: Flags the sales order in QuickBooks as "to be printed"; group and print multiple sales orders in QuickBooks.

Wait for approval before syncing: Prevents the sales order from syncing to QuickBooks until a user unchecks this option and saves.

Closed: Marks the sales order as closed.

In many cases, a sales order is used to track materials needed to complete the job (e.g. a 1 hour plumbing job might require a new drainpipe and washers to complete, so the sales order tracks that information). You can also include service items, but many sales orders deal with product items.